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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1351
MTM Investment Management
South Carolina
$11.6K – – –
PS
1352
Pinney & Scofield
Massachusetts
$11.3K +$28 +1 +0.3%
UFPG
1353
United Financial Planning Group
New York
$11K -$15.5K -553 -59%
PAI
1354
Pittenger & Anderson Inc
Nebraska
$10.8K +$10.4K +372 New
RDFA
1355
Ritter Daniher Financial Advisory
Ohio
$9.15K +$504 +18 +6%
TVWM
1356
Tower View Wealth Management
Wisconsin
$9.1K +$28 +1 +0.3%
TFA
1357
Toth Financial Advisory
Virginia
$8.78K – – –
GSWM
1358
Golden State Wealth Management
California
$8.45K +$7.98K +285 +4,750%
BWM
1359
Bernard Wealth Management
Michigan
$6.91K – – –
KWM
1360
Kiker Wealth Management
Georgia
$6.83K +$6.61K +236 New
DAM
1361
Delta Asset Management
Tennessee
$5.95K – – –
MS
1362
Monetary Solutions
Ohio
$5.73K – – –
WAS
1363
Winch Advisory Services
Wisconsin
$5.1K +$140 +5 +3%
HIC
1364
Hamrick Investment Counsel
Washington
$4.86K +$28 +1 +0.6%
HNW
1365
High Note Wealth
Minnesota
$4.52K – – –
BFP
1366
Birchwood Financial Partners
Minnesota
$4.33K +$280 +10 +7%
MCA
1367
McGuire Capital Advisors
Oklahoma
$4.09K +$3.67K +131 +1,310%
CFP
1368
Comprehensive Financial Planning
Pennsylvania
$3.71K – – –
NB
1369
NBT Bank
New York
$3.67K +$28 +1 +0.8%
WA
1370
Walsh & Associates
Florida
$2.43K – – –
RF
1371
Robbins Farley
New Hampshire
$1.85K +$308 +11 +21%
NEWAS
1372
N.E.W. Advisory Services
Wisconsin
$1.74K – – –
BWS
1373
Buck Wealth Strategies
Colorado
$1.74K +$1.68K +60 New
NA
1374
Networth Advisors
Pennsylvania
$1.31K – – –
MFP
1375
Meramec Financial Planners
Missouri
$1.27K +$1.12K +40 +1,000%
53 54
55
56 57